2,000 Shares in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Acquired by GoalVest Advisory LLC

GoalVest Advisory LLC bought a new position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 2,000 shares of the company’s stock, valued at approximately $119,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of JEPI. US Bancorp DE increased its holdings in JPMorgan Equity Premium Income ETF by 6.2% during the 1st quarter. US Bancorp DE now owns 13,457 shares of the company’s stock worth $779,000 after acquiring an additional 790 shares during the period. Secured Retirement Advisors LLC grew its stake in JPMorgan Equity Premium Income ETF by 6.9% in the 1st quarter. Secured Retirement Advisors LLC now owns 15,028 shares of the company’s stock worth $870,000 after buying an additional 972 shares in the last quarter. Rockport Wealth LLC purchased a new position in JPMorgan Equity Premium Income ETF in the 1st quarter worth approximately $2,591,000. O Shaughnessy Asset Management LLC grew its stake in JPMorgan Equity Premium Income ETF by 3,500.0% in the 1st quarter. O Shaughnessy Asset Management LLC now owns 1,800 shares of the company’s stock worth $104,000 after buying an additional 1,750 shares in the last quarter. Finally, Tiemann Investment Advisors LLC grew its stake in JPMorgan Equity Premium Income ETF by 5.7% in the 1st quarter. Tiemann Investment Advisors LLC now owns 3,725 shares of the company’s stock worth $216,000 after buying an additional 200 shares in the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

JEPI stock opened at $59.27 on Friday. JPMorgan Equity Premium Income ETF has a one year low of $54.17 and a one year high of $60.20. The stock has a market cap of $34.78 billion, a PE ratio of 24.40 and a beta of 0.53. The firm has a 50 day simple moving average of $59.23 and a two-hundred day simple moving average of $57.70.

JPMorgan Equity Premium Income ETF Company Profile

The JPMorgan Equity Premium Income ETF (JEPI) is an exchange-traded fund that is based on the S&P 500 index. The fund is an actively-managed fund that invests in large-cap US stocks and equity-linked notes (ELNs). It seeks to provide similar returns as the S&P 500 Index with lower volatility and monthly income.